Interact to see
Advertisement
Advertisement
BKMIX vs JNBZX
BKMIX vs JNBZX Comparison
Open Charts BKMIX vs JNBZX
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.5B
JPMorgan Income Builder R6
Price$10.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.37B
BKMIX vs JNBZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. JNBZX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKMIX is a StrongBuy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JNBZX (8.37B). BKMIX (5.95) and JNBZX (5.87) have matching dividends . BKMIX was incepted earlier than JNBZX: BKMIX (9 years) vs JNBZX (8 years). BKMIX (0.62) is less costly to investors than JNBZX (0.57). JNBZX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). BKMIX has a lower initial minimum investment than JNBZX: BKMIX (5000000) vs JNBZX (15000000). BKMIX (8.82) and JNBZX (8.77) have marching annual gain over last year. BKMIX return over 5 years is better than : 28.23 vs. JNBZX (24.14).
| BKMIX | JNBZX | BKMIX / JNBZX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.57 | 109% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 7.693 | 8.719 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 8.37B | 126% |
| Annual Yield % from dividends | 5.95 | 5.87 | 101% |
| Returns for 1 year | 8.82 | 8.77 | 101% |
| Returns for 3 years | 24.86 | 23.26 | 107% |
| Returns for 5 years | 28.23 | 24.14 | 117% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CWMCX | 64.52 | -0.17 | -0.26% |
| American Funds Washington Mutual 529C | |||
| MNHIX | 26.77 | -0.09 | -0.34% |
| Manning & Napier Pro-Blend Max Term I | |||
| HFMSX | 33.20 | -0.21 | -0.63% |
| Hartford MidCap R4 | |||
| ACWEX | 15.80 | -0.21 | -1.31% |
| Cavanal Hill World Energy C | |||
| ETIHX | 37.64 | -0.51 | -1.34% |
| Eventide Healthcare & Life Sciences I | |||